Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,411 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,968 | $65,083-90.8% | $143,788-95.8% | $66,930-91.1% |
| Participation rate | 75.9% | 65.2%+10.7pp | 80.3%-4.4pp | 69.8%+6.1pp |
| Annual return | -14.38% | -11.13%-3.2pp | -0.03%-14.3pp | 1.57%-16.0pp |
| Employer contribution / active EE | $911 | $2,361-61.4% | $4,952-81.6% | $2,545-64.2% |
| Participant deferral / active EE | $633 | $2,920-78.3% | $5,638-88.8% | $4,238-85.1% |
| Admin fee / account holder | $41 | $502-91.8% | $14,675-99.7% | $593-93.0% |